Book a Free CRM Discovery Сall with Ascendix

Leverage our 26+ years of experience in CRM consulting by booking a free consultation.

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During the call, we’ll discuss:

  • How to optimize your current CRM solution, upgrade it to the latest version, configure and integrate it with other systems;
  • How to stop using CRM as an advanced Excel spreadsheet and maximize its business value;
  • How to use CRM software to the fullest without overpaying for unnecessary functionality;
  • Common pitfalls in CRM adoption in your team and how to solve them;
  • How to seamlessly and securely migrate your CRM data;
  • Pros and cons of available CRM systems and their comparison to custom CRM development;
  • Reasons for implementing custom CRM solutions;
  • How to make your CRM scalable so it responds to the increasing needs of your business.
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Book a Free CRM Consulting Call With Ascendix

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Our CRM Consulting Vectors

Salesforce Consulting Services Ascendix Dallas Texas

Salesforce Consulting

Our Salesforce consultants will assist you with:

  • Salesforce CRM health check and audit;
  • Salesforce implementation, re-implementation, and migration from other CRM software to Salesforce;
  • CRM optimization, configuration, integration, and Salesforce customization;
  • Pardot implementation, configuration, and integration;
  • AppExchange app development;
  • Salesforce administration, maintenance, and support.
Salesforce Consulting Services Ascendix Dallas Texas
Microsoft Dynamics 365 Consulting Services Ascendix Dallas Texas

Microsoft Dynamics 365 Consulting

Our CRM consultancy provides the following Microsoft Dynamics 365 services:

  • Platform assessment and evaluation;
  • Microsoft Dynamics CRM configuration and customization;
  • Custom modules development;
  • CRM integration with other systems, CRM tools, and platforms;
  • Dynamics 365 upgrades, updates, and administration;
  • Switching from Dynamics to Salesforce.
CRM Consulting & Custom CRM Development Services Ascendix Dallas

Custom CRM Development Consulting

Since our founding in 1996, we have built 17+ of our own custom CRM solutions and software products.

This first-hand experience allows our CRM technical consultants to share tried-out techniques of custom CRM software road mapping, development of UI/UX design, testing, debugging, deployment, and maintenance.

Also, we specialize in developing custom web, mobile, and desktop apps that can be integrated with your CRM system to ensure complete alignment with your organization’s needs.

CRM Consulting & Custom CRM Development Services Ascendix Dallas

Clients' Feedback on Our CRM Consulting Services

Jason Moersch
VP of Technology Solutions at Transwestern

We were having some trouble with our CRM in the commercial real estate market and were looking for a company with that expertise. Ascendix helped set up, configure, and now support our CRM. They’ve helped us build a more user-friendly interface so that we’re cognizant of who our users are and how they best interact with the CRM. The quality is always great. They have very open and honest communication and are always willing to go the extra mile to get our product to the next level. They do more than just the work they’re assigned; they look out for our best interests and care about us as a company.

David Noble
Vice President of Market Research, Hanna Langholz Wilson Ellis

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Why Trust Ascendix?

We are a CRM consulting company that has helped 200+ companies to select, implement, develop, and customize CRM systems for their industry and business needs.

Since 1996, we’ve worked with at least 10 leading CRMs and do know their functionality inside out. However, our main focus and the best expertise are Salesforce and Microsoft Dynamics 365.

  • 20+ years in CRM implementation consulting
  • 10+ CRMs we worked with
  • 17+ own products and CRM solutions
  • 300+ CRM projects successfully delivered
  • 20K+ users of our products
  • 200+ CRM experts located in the US and Europe

Read Ascendix Blog

We regularly post the latest CRM best practices worldwide, tips & tricks for using Salesforce, MS Dynamics 365, and AscendxRE products, technology trends, and CRE expert insights. Moreover, you can learn about our upcoming events, webinars, and what's new in Ascendix.

Schedule a Free CRM Consulting Call With Ascendix

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